COOPER/HAIMS ADVISORS, LLC — 13F holdings

COOPER/HAIMS ADVISORS, LLC reported 116 holdings worth $232M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SCHE SCHWAB STRATEGIC TR — $36.0M (15.5%)
2. VGK VANGUARD INTL EQUITY INDEX F — $25.3M (10.9%)
3. IVV ISHARES TR — $20.9M (9.0%)
4. REET ISHARES TR — $16.6M (7.1%)
5. JCPB J P MORGAN EXCHANGE TRADED F — $15.1M (6.5%)
6. SCHX SCHWAB STRATEGIC TR — $12.2M (5.2%)
7. BNDX VANGUARD CHARLOTTE FDS — $9.69M (4.2%)
8. VTEB VANGUARD MUN BD FDS — $7.45M (3.2%)
9. AAPL APPLE INC — $6.42M (2.8%)
10. PAYX Paychex Inc — $6.06M (2.6%)